Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard REIT index fund - admiral - in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SENTINEL TRANSPORTATION, LLC THRIFT AND SAVINGS PLAN FOR EMPLOYEES OF SENTINEL TRANSPORTATION, LLC | WILMINGTON DE | 790 | $96.5M | $1.9M |
| 2 | CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC CNL FINANCIAL GROUP SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN | ORLANDO FL | 118 | $57.1M | $1.4M |
| 3 | ST. CATHERINE UNIVERSITY |
ST. PAUL MN |
| 1,014 |
| $178.2M |
| $1.4M |
| 4 | AMLI MANAGEMENT COMPANY AMLI RESIDENTIAL PROPERTIES 401(K) PLAN | CHICAGO IL | 817 | $53.9M | $1.3M |
| 5 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $588K |
| 6 | DELTA DENTAL PLAN OF MICHIGAN, INC. DELTA DENTAL PLAN OF MICHIGAN EMPLOYEES' 401K PLAN | OKEMOS MI | 1,191 | $106.3M | $490K |
| 7 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $345K |
| 8 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN | INDIANAPOLIS IN | 284 | $21.1M | $119K |
| 9 | EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA 401(K) SAVINGS PLAN | PHILADELPHIA PA | 99 | $6.1M | $5K |
